Andrew Purdy is a financial advisor at Charles Schwab & Co., Inc. in Lutz, Florida, holding Series 65 and Series 63 licenses with two years of industry experience. His prior work includes roles at OneAmerica Securities, American United Life, UKG, and Texas Roadhouse. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm operates a dual-registered broker-dealer and investment adviser model, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investment programs.

Christopher Pagano is a financial advisor with Edward Jones in Trinity, FL, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Spirit Halloween, several epoxy flooring businesses, 9Round Fitness as a trainer, and insurance agencies. He has been involved in fitness training as a side activity. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

David Findley is a Series 66–registered financial advisor with J.P. Morgan Securities, based in Wesley Chapel, FL. He has five years of industry experience, including prior roles at Fisher Investments, Bank of America, Merrill, and Equitable Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

David Mobley is a financial advisor with Primerica Advisors in Wesley Chapel, FL, holding Series 63 and Series 65 licenses and six years of industry experience. His career includes roles at Primerica Financial Services since 2003, a period as self-employed, and prior work at Publix Supermarkets. Outside of advisory services, he serves as president of Tandi Enterprises, Inc., a legal entity for his Primerica business, and is involved in the sale of home-related products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates through a large network of advisors and uses model-delivery strategies developed by unaffiliated asset managers, with custody and trade execution supported by BNY Mellon Advisors and Pershing.

Chase Walker is a financial advisor at OSAIC with 11 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including Janus Henderson and Securities America Advisors. Outside of his advisory work, he oversees a scholarship program that awards financial aid to students pursuing higher education. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services, utilizing a model-based investment process supported by portfolio optimization and risk assessment tools.

Jeremy Henderson is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He has held roles at Wells Fargo Clearing since 2016 and previously worked at A. G. Edwards & Sons, Inc. from 2007 to 2008. Henderson holds the Series 66 designation and is based in Land O'Lakes, Florida. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party databases.

Lawrence Gardner is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked with firms including Members Trust Company, Suncoast Credit Union, CUNA Brokerage Services, and Cetera. Gardner is based in Lutz, Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and institutional platforms, utilizing both model portfolios and customized strategies.

Laura Woods is a CFP® with 28 years of industry experience. She is currently with Cetera and has worked at Addessi Financial Partners and Commonwealth Financial Network. In addition to her advisory work, she is a tax preparer and notary public. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and a range of program structures supported by a large nationwide network of advisors.

James Granich is a financial advisor with Raymond James Financial Services, Inc. He holds a Series 66 designation and has 11 years of experience with the firm. Based in Lutz, FL, Granich has been with Raymond James since 2015. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm provides tailored, non-discretionary planning using analytical tools to support client goals and sponsors various advisory programs, including a municipal advisor affiliation and specialized offerings like SIMPLE IRA Employer Advisory & Consulting Services.

Aaron Hartman is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked at TDSYNNEX for nine years and operated Hartman Integration for three years. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and encourages clients to implement recommendations through its advisory programs or other providers.

Miguel Figueroa is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. for nine years. Outside of his advisory role, he is involved in several real estate ventures as an owner and contractor. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative and qualitative research with centralized due diligence and incorporates ESG considerations where applicable.

Kimberly Renfroe is a CFP® with 42 years of industry experience, currently an advisor at OSAIC since 2024. She previously worked at Securities America Advisors and Investacorp, Inc. She is also president of Tampa Bay Wallstreet, Inc., a securities business. Osaic Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform that includes financial planning, managed portfolios, Unified Managed Accounts, and retirement consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools and offers both discretionary and advisor-managed strategies.

Ryan Walstatter is a Planning Consultant at Fidelity Investments, where he collaborates with individuals and families to develop personalized financial plans and sound investment strategies. He emphasizes working closely with clients to ensure mutual understanding throughout the financial planning process. Ryan has held multiple roles at Fidelity Investments, including Regional Support Lead, Interim Team Leader, and Central Relationship Manager from 2021 to 2024. Prior to joining Fidelity, he worked as a Private Client Banker at JP Morgan Chase and as a Transition Consultant at Raymond James. Outside of his professional work, Ryan has interests in beach activities, family activities, football, parenthood, skiing, and traveling.

Robert Robertson is a CFP® professional with 40 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has worked with Cambridge since 2019 and previously held roles at H.D. Vest Advisory Services and The Financial Center. Outside of his advisory role, Robertson owns a tax preparation business and is a poll worker for Pasco County Government; he also founded and volunteers for Christian Fellowship at Sea. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, pension plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Asem Hasan is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, and Florida Executive Brokers, where he was also a licensed real estate broker involved in property transactions for personal investment. Outside of financial advising, Hasan performs mystery shopping for hospitality businesses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a mix of proprietary fundamental research and quantitative analysis. The firm offers model portfolios constructed through systematic methodologies and serves multiple registered investment companies, with operations that include delegated management and oversight functions.

Samuel Rockwell is a financial advisor with Raymond James & Associates, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James in 2019, he worked six years at Tech Data. He serves as an executive committee member of the Chi Chi Rodriguez Youth Foundation in Clearwater, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Alex Zwolak is a financial advisor at Osaic with 11 years of industry experience. He holds a Series 66 designation and previously worked at Valic Financial Advisors for six years. Outside of advising, Zwolak prepares tax returns through Ogborn Accounting, LLC, and manages his own financial advising practice under the DBA Keystone Financial Group. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations, offering both brokerage and advisory services. The firm employs a model-based investment approach with portfolio optimization tools and provides access to multiple custodial platforms and alternative investments.

Enrique Galang is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at Wells Fargo since 2016 and was previously with Ameriprise from 2013 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions backed by research from Wells Fargo Investment Institute and third-party sources.

Brent Bocian is a financial advisor at Cetera with a Series 65 license and one year of industry experience. He has prior experience with Avantax Advisory Services and is involved with Quick Guide Tax LLC, a business he founded that provides tax preparation, tax debt relief, business formation support, bookkeeping services, and general tax advising. Brent is also an author of multiple books, including a guide for American Sign Language interpreters on self-employment and a children’s book. Cetera is a multi-manager platform serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, supporting advisors with both affiliated and third-party investment strategies, and manages assets across various program structures and custodial relationships.

Nancy Meade is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley for four years and Wells Fargo Clearing for ten years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and develops tailored recommendations using proprietary research and planning tools, with clients able to choose whether and how to implement these recommendations.